Business Operations & Strategy

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U p T o w n S w i r l Deborah Hughes

President and CEO www.uptownswirl.co.org

919-234-5678

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WHAT WE DO

Offer a range of non-alcoholic beverages of different flavors and intensities.

 Frozen Yogurts (fruit and berries that are organic)

Milkshakes (almond and 2% milk)

Quick-Bite Size Desserts (gluten-free replacement for all-purpose flour)

Healthier desserts, beverages and healthy choices for a healthy life.

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TARGET MARKET

 Children, youths, adults and the elderly

 All Genders Groups

 Middle class

 Socioeconomic class (growing population)

 White American (major target population)

 Hispanics and the African Americans (fast-growing population)

 Millennials

 Teenager Demographics

 25-mile radius of Raleigh, NC

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MARKET SIZE

0

20,000

40,000

60,000

80,000

100,000

120,000

140,000

160,000

asian

white

other

more races

black

Data provided by the Census Bureau-Based on One Year EstimateTable 1: Raleigh data breakdown

Subject Number

Total population 470, 509

Median age 34

Median household income $65,695

Poverty rate 15%

Median poverty value $268,900

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COMPETITION

Competitors

• McDonald’s Corp.

• Shake Shack, Inc.

• KFC Corp.

• Blue Bill Creameries

UpTown Swirl Advantages

• Fresh and highest-quality organic products with personal customer service.

• Healthier desserts and beverages

• No exclusion on age (alternative living among consumers)

• Competitive pricing

• Better Tasting

• Reduce exposure to pesticide residues

• Environmentally friendly

• Unique in the market

Competitive Edge: UpTown Swirl competitive edge is our unique niche in an old market. UpTown Swirl will succeed by offering consumers the highest-quality of organic beverage and bakery products with personal service at a competitive price.

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MANAGEMENT TEAM

Crystal Hughes-Little, Manager

brings experience in the area of finance and administration, including a stint as chief financial officer with both Fresh Berry Frozen Yogurt Cafe and the national McDonald’s Corporation.

The chef and proprietor, will initially serve as the only dessert bar chef, as well as the instructor for the weekly lessons. Being a graduate of Internal Culinary Center, New York, New York experience in three five-star restaurants I am well prepared for the jobs of chef and instructor. In addition, my degree from the University of Illinois, C-U in Restaurant Management equally prepares me for the managerial aspects of the business.

Johnathon Lopez, Assistant Manager

Deborah Hughes, CEO & Founder

has extensive experience in sales, marketing, and management, and was assistant vice president of marketing with both Shake Shack, Inc. & Sweet Frog Foods.

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BUSINESS MODEL

UpTown Swirl’s key partners are the bottling partners and the manual distribution center owners. Key activities at the company is the bottling, distribution, marketing,

production and supply of the Milkshake, Frozen Yogurts and Bite-Size Dessert. Great customer relations with the local farmers who are their biggest

consumers as they are their biggest suppliers. Channels of distributions include large scale and manual distribution

centers. Customer segments includes larger retail outlets, supermarkets,

restaurant and the small shops (Massa et al. 2017).

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FINANCIALS

$0

$2,000,000

$4,000,000

$6,000,000

$8,000,000

$10,000,000

$12,000,000

$14,000,000

$16,000,000

$18,000,000

2020 2021 2022 2023 2024

5-Year Financials at-a-Glance

Gross Sales

Gross Profit

Net Profit

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FUNDING SEEKING

Being a startup and a profitable business, UpTown Swirl can get funds from different sources; Banks can be a major source of

funds as they have a lower rate of interest manageable by the organization. Bonds can be another source of

income as they would specify the rate they would manage and the possible time they would pay.

This funds would be used in expanding the market size of the company to increase the profit. The company would also use the

funds to increase the types of products to increase market share (Staniewski et al. 2016).

Source of Funding Use of Funds

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WHY INVESTOR SHOULD INVEST IN UpTown Swirl

The company audits its financials which improves the sales and valuation. The company stated objectives marches its personal objectives of

expanding its business. The company has an actionable strategic plan which projects future

growth. The company aims at hitting its annual budget as it has an existing

market which it aims to expand from the external sources of funding (Britz, 2018).

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REFERENCES

Massa, L., Tucci, C. L., & Afuah, A. (2017). A critical assessment of business model research. Academy of Management Annals, 11(1), 73- 104. Staniewski, M. W., Szopiński, T., & Awruk, K. (2016). Setting up a

business and funding sources. Journal of Business Research, 69(6), 2108-2112. Britz, D. C. (2018). Valuing companies under business rescue to

attract foreign investors (Doctoral dissertation, University of Pretoria).